Novell (NOVL) dirt cheap, good buy? Message Board

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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: Joe Antol who wrote (3452)	9/12/1996 1:05:00 AM
From: E_K_S	of 42771

Hi Joe: I hope Novell gets their NDS ported to NT soon and they also leverage this protocal for all its worth. They must prove to the market that they favor an "open" system. Netscape still believes all their applications are closed. This must change going forward. One item Eric Hall pointed out in his article: "...I also think that NT is not alone in this. IBM's OS/2 also fits the station wagon value-proposition model fairly well. By trying to be all things to all people, both of these operating systems are failing to provide any compelling vertical values in any one specialty area." Perhaps, Novell is that specialized product (it keep going and going..) which IBM can build on. Look at it like GM buying "VOLVO". The "New" Novell..the network designed to produce specific results....NOW! EKS P.S. Eric Hall good job on the overview...as always I am trying to read between the lines. By the way, I thought you were located in Dublin Ireland. What are you doing in Northern California, Vacation? Hope you enjoyed your visit.

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